Opening View
Is it possible to add/remove/re-order the columns we see when we first open a module?. I would like to add Account Name and Mobile number to this view.
How can Zoho notify me using email on activities that I need to be reminded of?
To elaborate more on my query, I am a businessman who has a list of clients. I just wanted to know if zoho CRM can help me keep track or remind me of my dealings with my clients, like when to collect from them, or when to replenish their stocks or even their birth dates. Can it notify my on a daily basis through my email or even mobile?
Adding a column
Can I add a column to the "Activities" page. I only have contact name, phone and email...would like to add customer name.
How to invoice after X days?
We have a "if you don't like it, send it back" policy. So we ship the products, then when the customer receives the goods, he checks them out and if he likes them, he then pays the full invoice. If the customer is not satisfied with any of the products, he can make a partial or full return of the shipment and he gets a payable invoice on the items he didn't return. How can we achieve this workflow in Zoho CRM?
Creating rools
Hello, Can an admin create a rool with specific authorisations?. Best Regards,
BCC Dropbox missing addresses?
Our app automatically BCC's Zoho on outbound email, and while the email has been received we've seen instances where it wasn't. What could explain this unreliability? Specifically, we added an address on on Thu, Mar 28, 2013 at 1:02 PM (Eastern time zone) which never showed up in the system at all. Obviously, missing leads is a significant problem for us.
Edit custom fields using free edition when you can't add any more custom fields
I need to edit the field type but I reached the max fields but I do not need all those fields but I need some. I would like to delete the ones I do not need but do not know how or if it is possible. I could change the field type but I need to create a new field type but can't because I reached the limit. So the first step would be to permanently delete the custom fields I do not need but is that possible I can only see a way to move them out of the lay out but not a way to delete them.
Inventory Analysis
I've been using Zoho for a while now and I'd like to start using it to track and analyze my inventory. What I need to do is simple. I take an inventory the 1st of every month. I use a spreadsheet to store all the inventory data. I'm trying to figure out the best way to store, track and analyze inventory month-to-month in Zoho. Should I use the products section of CRM or create a database? Either way, how can I take a snapshot of each inventory period and analyze usage month-to-month? Thanks.
Is there a way to add a custom account type?
I'd like to use one not offered in the account type drop down.
Possible to switch accounts within Zoho?
Hi Guys, is it possible to switch between accounts within Zoho? Means if every User in our Agency has 2 different Accounts (because of 2 different Emails), can he swich from User 1 - user1@mycompany.com to User2 - user2@mycompany.com? Or do we have to log out everytime and change useraccount? Why do we need this? We have 3 different Projects with 3 different EMail-Accounts: ...@agilis.at, ...@agitel.at and ...@tele2.at e.g. if i have to send an estimate for telecommunications (...@agitel.at) i cant
Questions on how to use ZOHO
How do I view my previous sales orders ? How do I view my previous purchase orders ? I dont see any accounting to do financial accounting of the business. Amount recieved,yet to be recieved etc Where do I see the stock inventory ?
Still not able to tell if email is correct
I am still waiting for the simple ability to tell if the email I entered via a typed form is able to be sent or if it bounces back from the server. This feature is something that I used at Salesforce. I have complaints that a prospect did not get my email and when someone in the company sends the email via Outlook, our Web mail, Yahoo, Gmail, Hotmail, Livemail they get a postmaster alert is is not correct but good ol" Zoho just pretends that life is good and the email went. PLEASE ADDRESS THIS..
Main Menu Bar - Needs to Stop Scrolling with the Page Content
For those of us who use your service about 5-8 hours per day, I find it very hard to navigate to different sections (for example, Accounts, Activities, Reports, etc.) which are listed on the menu bar because you have to continue scrolling up to find the menu bar to navigate to each area. My mouse scroll button is going to catch on fire if this keeps up. Please consider programming to lock the top header and to include the menu bar to make navigating SO MUCH EASIER. I can't be the only one to mention
Importing Data
Hi, I'm trying to import data from an Excel Spreadsheet. The version of Excel is 2013. Whenever I get to the point where you Map the columns it only lets me map everything as Col: 1, then on the next page it marks all the contacts as ignored. Any help would be greatly appreciated. The file is an xlsx file. Thanks, Tom
Remove Date field limitations, Custom Currency & Percentage fields limitations and other similar field limitations
I work for a Sales Tax Consulting firm. Our firm's auditors must track audit dates/deadlines/penalties/interest/tax bills, etc for clients. ZohoCRM does a great job at tracking this information as well as displaying the information using Views and Reports. Unfortunately I have just bumped up against field limitations for both date fields and custom currency & percentage fields. This seems like an easy fix. Not sure why they have these limitations in the first place. I guess my next step would
How do I track where a lead came from in CRM
I have several landing pages with different products. I use unbouce and connect it with Zoho so the lead is automatically populated. How do I track each lead and know which landing page it came from. Thanks in advance. Bryan
Remind lead owner
I have the professional edition of Zoho CRM. I would like to remind the owner of a lead if they have not converted it to a contact within 1 day of the lead being created. How do I set this up?
Search function not working
Hi, when I put a Last Name or First Name only into the search function it does not find some of the records in our database. There is definetly a problem. Do you know about this and are you fixing it? Thanks bercap
Formula Needed
It is simple if you know how to do it. I just need the formula to take the number of nights (a field formulated from a check in and check out date) and multiply it by a field for budget. Is this close? Abs()${Leads.Nights}*${Leads.Nightly Budget}
Add products in a quote/order/invoice
Hello team, I would like to propose an idea we would find usefull for a billing/commercial use of the CRM. In fact, we think that the whole manipulation to add a product in an invoice/quote/order take way too much time for a convinient use. Actually, you have to select every products one by one and then tells the quantity and the price of each of them (even if the price is already written in the product record)... So, ttoencounter this problem, we have thought of 2 ideas , one should be easy to set
How to change the Research filter while linking an account
Hello everyone, I would like to know if there is a way to add new fields in the "page" that open while we link, for example, an account to a quote? I've uploaded an image to let you know exactly which "type of research" I mean. http://img685.imageshack.us/img685/7956/imgzohonforum.jpg So, if you have any idea, let me know and thanks you already !
I am creating a new user. The link to activate is creating a trial account
I am creating a new user. The link to activate is creating a trial account. It says your company does not exist. Please check
Custom Template Inventory PDF Print Size Very Large
Hello, We have created a fairly standard HTML template. The template works fine apart from when the saved PDF is sent to the print que it is over 60mb!! The PDF itself is only 80kb so i am not sure why this is happening. This happen to our clients when printing the PDF also. Any ideas on what could cause this would be very helpful. Thank you
Size problem when downloading inventory template
Hello there, i have created one inventory template in zoho crm it works great but when i export it as PDF its size is 2.26MB shocking man because my total its HTML with images is 150kb.
Quick actions
Hi there, My quick actions menus have seem to of gone missing, can anyone help? Also, is there an option in the leads to set a call back? Thanks
importing leads and overwriting created date
i would like to import a spreadsheet of leads, but use the date data in my document to overwrite the created date for sorting purposes. Is this possible?
Using Zoho as a Teaming Partner Database?
I currently have a spreadsheet of teaming partner data including areas of expertise, partnering history, main contact, geographical area, etc. Rather than continue to build out the spreadsheet, we would like to import the information into a database. We currently have Zoho CRM and use it for contacts, pursuits, and opportunities. Could we use it for teaming partner information? How could we go about structuring it? Thanks for any insight.
CRM & Email
How do I find out what is planned for CRM Email? One of the most powerful attractions for my clients is the ability to associate email with the contact (and account) record. Right now only sent mail is associated - not any responses. I would like to tell them to upgrade but it doesn't appear to be in the premium versions either. So now I am searching around trying to understand what your plans and intents are for CRM/Mail integration. Have you made such plans and stated them somewhere that I can
Can we get RICH TEXT control from https://crm.zoho.com/crm/jsp/common/fieldtypes.jsp?module=Leads?
We want to create a custom filed that can save rich text data. Please help.
Viewing Email Without Preview Pane
I want to see more of my email on my computer screen. How can I view my email without seeing the preview of other emails on the left? I am using Zoho CRM with the Mail add on.
Contacts duplicates
Know anybody why all my contacts have been duplicated?
User admin
I would like the ability to delete a user from our account completely not just to deactivate them. My understanding after chatting with the help desk is that the records that the user in question would be lost if the account was deleted. If you create a wizard that would first ask you to mass transfer a users data to another user and then delete the account, I believe this would solve the issue. It is rather ludicrous to think that an administrator would want to manage all of the transfers, and
Multiple web forms and identifying responses in Zoho
We are newbies but would be very grateful for some pointers to help us set-up multiple web forms for different types of request from users, then be able to identify the user by type of request in Zoho. For example we have users completing a form so we can then snail mail them a printed brochure, plus a web form for users to download a brochure. So how can we can add an invisible field, or otherwise, to each form that will tell us which form the user has used? Thanks for your help, D.
Formula field... translate from xls form?
Hi I have created a form in xls. I need it to Work in Zcrm.... but the nerds are not here :-( I tried to make a formula field (Currency). Anybody? =IF(YEAR(NOW())=YEAR(${Potentials.Contract Startup Date});VALUE(${Potentials.Price Installation})+VALUE(${Potentials.Sum/Month})*(12-MONTH(${Potentials.Contract Startup Date})+1);IF(YEAR(NOW())=YEAR(${Potentials.Contract End Date});VALUE(${Potentials.Sum/Month})*(MONTH(${Potentials.Contract End Date}));IF(AND(YEAR(${Potentials.Contract Startup Date})<YEAR(NOW());YEAR(NOW())<YEAR(${Potentials.Contract
How to create a rule to fill automatically a field in cases?
Hi, Im trying to create a rule for the automation of filling in a specific field in the cases section. I have 2 fields called Total Sale and Partner cut. I have now created a third field called Our cut. Now im trying to somehow get a rule that counts from previous/upcoming cases the Our cut field automatically. It is simple to count as Our Cut=Total Sales-Partner Cut. I just dont want to do this manually since we have already about 1000 past cases. Can someone tell me how to make rule that also fills
Link a new contact to a potential
Hi I would like to link a new contact to a potential but I don't know how to do that? I see only one contact in the sheet "potential" and the link "add a contact" is only present in Contracts sheet Thanks for your help. Charles
Unable to Update Pick Lists
This is a new problem for me, I am a CRM guru and have done this multiple times. I have Pick Lists, and when trying to Add Values, it goes through the steps, but does not update the fields when I click Save. A little frustrating. I can edit the existing value, but not add new ones. Hello mscott821 No upper limit reached. The last attempt was on a pick list with only two items, could not add the third. All modules are affected, Accounts, Contacts, Task, etc. It's only once it became apparent it
Capture recurring income
Hi Anybody have an idea how do I capture recurring income opportunities into my deal pipelines and forecasts? The Amount field under Potentials only captures once-off earnings and reports it as such, but we would like to register a number of deals that will generate recurring income... Any advice would be appreciated! Dana
How can I get started with zoho CRM in my bussiness ?
Hello, I would like to ask you a question with Zoho CRM. I registered and got my Zoho CRM account, but I do not know how to start using Zoho CRM in my bussiness. Do you have any vertical CRM or something like a tool or a sample one? I need your consultation. What is the best profit using your CRM system instead of others. Could you please specific examples from your marketing aspect. kind regards, Chie
e mail campaign
Hi, Is it possible that I start e mail marketing campaign through zoho CRM? Thanks
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